| 2/19/2025 | WCG Wealth Advisors LLC | 13,904 | $815K | 0.1% | -4.7% | 0.222% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 1,100 | $64K | 0.0% | N/A | 0.018% | |
| 2/17/2025 | Focus Partners Wealth | 5,055 | $296K | 0.0% | -12.8% | 0.081% | |
| 2/17/2025 | Captrust Financial Advisors | 23,977 | $1.41M | 0.0% | +1.6% | 0.384% | |
| 2/17/2025 | Bank of America Corp DE | 2,786 | $163K | 0.0% | -37.6% | 0.045% | |
| 2/13/2025 | Walleye Trading LLC | 3,547 | $208K | 0.0% | -66.1% | 0.057% | |
| 2/13/2025 | Raymond James Financial Inc. | 3,950 | $232K | 0.0% | N/A | 0.063% | |
| 2/13/2025 | Advisory Services Network LLC | 17,206 | $1.01M | 0.0% | -18.9% | 0.275% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,891 | $111K | 0.0% | -32.2% | 0.030% | |
| 2/13/2025 | Solstein Capital LLC | 7,650 | $448K | 0.2% | -38.3% | 0.122% | |
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| 2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 600 | $35K | 0.0% | -85.7% | 0.010% | |
| 2/12/2025 | National Bank of Canada FI | 12,237 | $717K | 0.0% | -15.3% | 0.196% | |
| 2/11/2025 | LPL Financial LLC | 34,171 | $2.00M | 0.0% | -7.6% | 0.547% | |
| 2/11/2025 | Investment House LLC | 7,520 | $441K | 0.0% | N/A | 0.120% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,964 | $1.58M | 0.0% | +3.9% | 0.431% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,950 | $232K | 0.0% | N/A | 0.063% | |
| 2/5/2025 | Checchi Capital Advisers LLC | 6,844 | $401K | 0.0% | -14.4% | 0.110% | |
| 2/3/2025 | Leuthold Group LLC | 69,107 | $4.05M | 0.5% | -2.8% | 1.106% | |
| 1/28/2025 | Newbridge Financial Services Group Inc. | 600 | $35K | 0.0% | -62.5% | 0.010% | |
| 1/28/2025 | Empowered Funds LLC | 128,161 | $7.51M | 0.1% | N/A | 2.051% | |
| 1/24/2025 | DAVENPORT & Co LLC | 24,800 | $1.45M | 0.0% | -97.8% | 0.397% | |
| 1/10/2025 | HBW Advisory Services LLC | 14,526 | $852K | 0.1% | +25.4% | 0.232% | |
| 11/15/2024 | National Bank of Canada FI | 14,452 | $929K | 0.0% | +25.4% | 0.231% | |
| 11/15/2024 | Stifel Financial Corp | 4,329 | $278K | 0.0% | -73.1% | 0.069% | |
| 11/14/2024 | Captrust Financial Advisors | 23,590 | $1.52M | 0.0% | +6.1% | 0.377% | |
| 11/14/2024 | Walleye Trading LLC | 10,460 | $673K | 0.0% | +109.2% | 0.167% | |
| 11/13/2024 | Independent Advisor Alliance | 4,565 | $294K | 0.0% | N/A | 0.073% | |
| 11/12/2024 | Pekin Hardy Strauss Inc. | 21,789 | $1.40M | 0.2% | +174.8% | 0.349% | |
| 11/7/2024 | Napa Wealth Management | 6,524 | $419K | 0.2% | -27.9% | 0.104% | |
| 11/5/2024 | Private Wealth Advisors LLC | 59,809 | $3.85M | 1.5% | +54.9% | 0.957% | |
| 10/29/2024 | Solstein Capital LLC | 12,405 | $798K | 0.4% | -15.4% | 0.198% | |
| 10/29/2024 | Farther Finance Advisors LLC | 460 | $30K | 0.0% | N/A | 0.007% | |
| 10/25/2024 | Diversify Wealth Management LLC | 4,689 | $284K | 0.0% | N/A | 0.075% | |
| 10/24/2024 | Leuthold Group LLC | 71,111 | $4.57M | 0.5% | -0.5% | 1.138% | |
| 10/4/2024 | HBW Advisory Services LLC | 11,583 | $745K | 0.1% | N/A | 0.185% | |
| 8/14/2024 | Insigneo Advisory Services LLC | 3,390 | $195K | 0.0% | N/A | 0.054% | |
| 8/12/2024 | Marathon Trading Investment Management LLC | 7,500 | $431K | 0.0% | N/A | 0.120% | |
| 8/9/2024 | Pekin Hardy Strauss Inc. | 7,930 | $456K | 0.1% | -71.2% | 0.127% | |
| 8/3/2024 | National Bank of Canada FI | 11,528 | $660K | 0.0% | +48.2% | 0.184% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 19,005 | $1.09M | 0.0% | -21.9% | 0.304% | |
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| 7/23/2024 | Private Wealth Advisors LLC | 38,605 | $2.21M | 0.9% | +2.9% | 0.618% | |
| 7/12/2024 | Baldwin Brothers LLC MA | 860 | $49K | 0.0% | N/A | 0.014% | |
| 5/17/2024 | Walleye Trading LLC | 5,000 | $306K | 0.0% | N/A | 0.080% | |
| 5/9/2024 | Delos Wealth Advisors LLC | 1,096 | $67K | 0.1% | N/A | 0.018% | |
| 5/8/2024 | Private Wealth Advisors LLC | 37,507 | $2.30M | 0.9% | N/A | 0.600% | |
| 5/6/2024 | Leuthold Group LLC | 71,373 | $4.37M | 0.5% | +278.8% | 1.190% | |
| 5/3/2024 | Delphi Financial Group Inc. | 8,000 | $490K | 0.3% | +25.0% | 0.133% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 24,346 | $1.49M | 0.0% | +3.3% | 0.406% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 7,557 | $463K | 0.0% | +28.8% | 0.126% | |
| 4/24/2024 | Solstein Capital LLC | 14,821 | $907K | 0.6% | -39.3% | 0.247% | |
| 4/19/2024 | Financial Sense Advisors Inc. | 7,800 | $478K | 0.2% | -91.6% | 0.217% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 1,600 | $105K | 0.1% | +60.0% | 0.044% | |
| 2/13/2024 | Walled Lake Planning & Wealth Management LLC | 10,794 | $710K | 0.3% | -13.0% | 0.300% | |
| 2/9/2024 | Advisory Services Network LLC | 12,640 | $832K | 0.0% | +18.7% | 0.351% | |
| 2/8/2024 | Northeast Financial Group Inc. | 10,004 | $658K | 0.3% | -44.6% | 0.278% | |
| 2/8/2024 | Laffer Tengler Investments Inc. | 6,302 | $415K | 0.1% | -18.7% | 0.175% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 10,758 | $708K | 0.0% | N/A | 0.299% | |
| 2/7/2024 | Checchi Capital Advisers LLC | 5,867 | $386K | 0.0% | -34.8% | 0.163% | |
| 2/6/2024 | Leuthold Group LLC | 18,843 | $1.24M | 0.2% | -59.5% | 0.523% | |
| 2/6/2024 | Bordeaux Wealth Advisors LLC | 5,383 | $354K | 0.1% | -35.9% | 0.150% | |
| 2/5/2024 | Pekin Hardy Strauss Inc. | 27,405 | $1.80M | 0.3% | +84.9% | 0.761% | |
| 2/2/2024 | Spinnaker Trust | 129,936 | $8.55M | 0.6% | +2.5% | 3.609% | |
| 1/30/2024 | Delphi Financial Group Inc. | 6,400 | $421K | 0.2% | -8.6% | 0.178% | |
| 1/23/2024 | Solstein Capital LLC | 24,426 | $1.61M | 1.2% | N/A | 0.679% | |
| 1/12/2024 | Financial Sense Advisors Inc. | 93,268 | $6.14M | 2.3% | N/A | 2.591% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 3,209 | $206K | 0.0% | N/A | 0.089% | |
| 11/15/2023 | Scotia Capital Inc. | 6,655 | $414K | 0.0% | -20.3% | 0.185% | |
| 11/15/2023 | Evergreen Capital Management LLC | 96,660 | $6.01M | 0.3% | -2.8% | 2.685% | |
| 11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 7,278 | $453K | 0.2% | +97.8% | 0.202% | |
| 11/13/2023 | WCG Wealth Advisors LLC | 14,865 | $924K | 0.1% | N/A | 0.413% | |
| 11/13/2023 | Checchi Capital Advisers LLC | 8,992 | $559K | 0.1% | +23.8% | 0.250% | |
| 11/8/2023 | Spinnaker Trust | 126,747 | $7.88M | 0.6% | +0.8% | 3.521% | |
| 11/8/2023 | Pekin Hardy Strauss Inc. | 14,825 | $922K | 0.1% | -3.3% | 0.412% | |
| 11/8/2023 | Hussman Strategic Advisors Inc. | 12,500 | $777K | 0.1% | -50.0% | 0.347% | |
| 11/7/2023 | Leuthold Group LLC | 46,511 | $2.89M | 0.4% | -71.5% | 1.292% | |
| 11/3/2023 | Delphi Financial Group Inc. | 7,000 | $435K | 0.2% | N/A | 0.194% | |
| 10/27/2023 | Bordeaux Wealth Advisors LLC | 8,400 | $522K | 0.2% | +23.5% | 0.233% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 14,089 | $876K | 0.0% | -12.6% | 0.391% | |
| 10/17/2023 | Newbridge Financial Services Group Inc. | 1,000 | $62K | 0.0% | N/A | 0.028% | |
| 10/11/2023 | Northeast Financial Group Inc. | 18,072 | $1.12M | 0.7% | +18.9% | 0.502% | |
| 10/5/2023 | Foundations Investment Advisors LLC | 3,750 | $233K | 0.0% | N/A | 0.104% | |
| 8/11/2023 | V Wealth Advisors LLC | 15,035 | $970K | 0.2% | -1.3% | 0.418% | |
| 8/11/2023 | Northeast Financial Group Inc. | 15,198 | $981K | 0.6% | N/A | 0.422% | |
| 8/10/2023 | Checchi Capital Advisers LLC | 7,261 | $469K | 0.0% | +10.3% | 0.207% | |
| 8/8/2023 | Leuthold Group LLC | 163,200 | $10.53M | 1.4% | -0.5% | 4.663% | |
| 8/3/2023 | Scotia Capital Inc. | 8,355 | $539K | 0.0% | N/A | 0.239% | |
| 8/3/2023 | Dynamic Advisor Solutions LLC | 3,672 | $237K | 0.0% | -7.8% | 0.105% | |
| 8/2/2023 | Cornerstone Wealth Group LLC | 142,983 | $9.23M | 1.7% | N/A | 4.085% | |
| 8/2/2023 | Bank of Montreal Can | 18,400 | $1.23M | 0.0% | N/A | 0.526% | |
| 8/1/2023 | Spinnaker Trust | 125,691 | $8.11M | 0.6% | +1.6% | 3.591% | |
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| 7/31/2023 | LPL Financial LLC | 12,668 | $818K | 0.0% | -39.5% | 0.362% | |
| 7/20/2023 | Pacific Sage Partners LLC | 5,247 | $339K | 0.1% | -13.8% | 0.150% | |
| 7/11/2023 | Flagship Harbor Advisors LLC | 208,478 | $13.46M | 1.1% | N/A | 5.957% | |
| 5/12/2023 | Walled Lake Planning & Wealth Management LLC | 12,300 | $863K | 0.5% | N/A | 0.390% | |
| 5/11/2023 | Camarda Financial Advisors LLC | 25,794 | $1.81M | 1.4% | N/A | 0.819% | |
| 5/9/2023 | Laffer Tengler Investments | 10,569 | $741K | 0.2% | N/A | 0.336% | |
| 5/8/2023 | Pekin Hardy Strauss Inc. | 15,325 | $1.08M | 0.1% | +1.3% | 0.487% | |
| 5/8/2023 | Checchi Capital Advisers LLC | 6,584 | $462K | 0.0% | +6.7% | 0.209% | |
| 5/5/2023 | Delphi Financial Group Inc. | 5,600 | $393K | 0.2% | N/A | 0.178% | |
| 5/4/2023 | Bordeaux Wealth Advisors LLC | 6,100 | $428K | 0.2% | N/A | 0.194% | |
